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AllFusion™ Model Navigator

Getting Started 4.1

00MNGTTLonline.doc, printed on 7/1/2002, at 6:36 PM

This documentation and related computer software program (hereinafter referred to as the “Documentation”) is for the end user’s informational purposes only and is subject to change or withdrawal by Computer Associates International, Inc. (“CA”) at any time.

This documentation may not be copied, transferred, reproduced, disclosed or duplicated, in whole or in part, without the prior written consent of CA. This documentation is proprietary information of CA and protected by the copyright laws of the United States and international treaties.

Notwithstanding the foregoing, licensed users may print a reasonable number of copies of this documentation for their own internal use, provided that all CA copyright notices and legends are affixed to each reproduced copy. Only authorized employees, consultants, or agents of the user who are bound by the confidentiality provisions of the license for the software are permitted to have access to such copies.

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To the extent permitted by applicable law, CA provides this documentation “as is” without warranty of any kind, including without limitation, any implied warranties of merchantability, fitness for a particular purpose or noninfringement. In no event will CA be liable to the end user or any third party for any loss or damage, direct or indirect, from the use of this documentation, including without limitation, lost profits, business interruption, goodwill, or lost data, even if CA is expressly advised of such loss or damage.

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2002 Computer Associates International, Inc. (CA)

All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies.

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Contents Chapter 1: Viewing Data Models and Process Models!

Model Viewing, Printing, and Reporting Made Easy! 1–1 Intended Audience 1–1 How this Guide Is Organized 1–2 AllFusion Model Navigator – Part of the AllFusion Modeling

Suite 1–2 For More Information 1–3 CA Services: Enabling Solutions Through Experience 1–3 CA Education Services 1–4 Computer Associates: The Software That Manages eBusiness 1–4

Chapter 2: Overview and Installation! Getting Started! 2–1

Before You View Models in a ModelMart 2–1 Easy Installation Procedure 2–2 What’s Next? 2–2

Part 1 — Data Model Viewer

Chapter 3: Opening Data Models! How to Open Data Models! 3–1

Opening an ER1 File 3–1 Opening a Model Stored in a ModelMart 3–2 What's Next? 3–4

Chapter 4: Understanding Data Models! Basic Concepts of Entity-Relationship Models! 4–1

What Is an Entity? 4–1 What Is an Attribute? 4–2 What Is a Relationship? 4–3 What Is a Foreign Key? 4–3 What’s Next? 4–4

Chapter 5: The Data Model Viewer Workplace! Finding Your Way Around! 5–1

Workplace Components 5–2 What Can You Do In The Model Explorer? 5–3 Toolbars 5–6 What’s Next? 5–9

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Chapter 6: Viewing Data Models! Customizing What You See! 6–1

Changing Display Levels 6–1 Changing Display Options 6–3 Using Fonts and Colors 6–4 Using Zoom Tools 6–6 What's Next? 6–6

Chapter 7: Printing Data Models! Format and Print What You See on the Screen! 7–1

Choosing What to Print 7–1 Using the Print Dialog 7–2 Using Page Setup Options 7–3 What's Next? 7–6

Chapter 8: Reporting on Data Models! Using the Report Template Builder! 8–1

Starting the Report Template Builder 8–1 Building Report Templates 8–3 Adding Report Sections to a Report Template 8–6 Running an HTML Report 8–6 Applying a Report Template to Another Model 8–7 What's Next? 8–7

Part 2 — Process Model Viewer

Chapter 9: Opening Process Models! How To Open Process Models! 9–1

Opening a BP1 File 9–2 Opening Process Models Stored in a ModelMart 9–2 What's Next? 9–4

Chapter 10: Understanding Process Models! How To Read Different Types Of Process Models! 10–1

IDEF0 Modeling 10–1 IDEF3 Modeling 10–2 Data Flow Diagrams 10–5 What's Next? 10–6

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Chapter 11: The Process Model Viewer Workplace! Finding Your Way Around! 11–1

Using the Toolbars 11–2 The Standard Toolbar 11–2 The ModelMart Toolbar 11–3 The Process Model Viewer Toolbox 11–3 Using the Model Explorer 11–5 What's Next? 11–6

Chapter 12: Viewing Process Models! Customizing the Appearance of Process Models! 12–1

Customizing the Workplace 12–1 Setting the Magnification Level 12–2 Customizing the Diagram Display 12–3 Displaying or Hiding Elements of Diagrams and Models 12–4 Setting Diagram Fonts 12–6 Setting Diagram Object Colors 12–7 What's Next? 12–8

Chapter 13: Printing Process Model Diagrams! Printing Process Model Diagrams the Way You Want! 13–1

Using the Process Model Viewer Print Dialog 13–2 Changing Diagram Page Setup Options 13–4 Copying a Diagram To the Clipboard 13–6 What's Next? 13–6

Chapter 14: Reporting on Process Models! Using the Report Template Builder! 14–1

Starting the Report Template Builder 14–1 Building Report Templates 14–3 Adding Report Sections to a Report Template 14–6 Running an HTML Report 14–6 Applying a Report Template to Another Model 14–7 What's Next? 14–7

Appendix A : How AllFusion Model Navigator Differs from AllFusion ERwin Data Modeler and AllFusion Process Modeler

AllFusion Model Navigator Allows Model Viewing A–1 Viewing Data Models A–1 Viewing Process Models A–3

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Chapter 1

Viewing Data Models and Process Models! Model Viewing, Printing, and Reporting Made Easy!

Welcome to AllFusion™ Model Navigator, which combines Data Model Viewer (formerly ERwin® Navigator), and Process Model Viewer (formerly BPwin® Navigator).

Data Model Viewer is a read-only version of the popular AllFusion ERwin Data Modeler database modeling tool. You can use it to open, manipulate, print, and report on any model created in AllFusion ERwin Data Modeler. Data Model Viewer maintains most of the functionality of the full-feature version of AllFusion ERwin Data Modeler, but you cannot use it to create or save a model or to forward or reverse engineer a database.

Process Model Viewer is designed as a read-only version of AllFusion Process Modeler, the popular process modeling tool. You can use it to create, open, manipulate, print, and report on any model created in AllFusion Process Modeler. Process Model Viewer maintains most of the functionality of the full-feature version of AllFusion Process Modeler, but you cannot use it to create or save a model.

You can use Data Model Viewer and Process Model Viewer to open models saved in a shared ModelMart database that was created using AllFusion Model Manager. If you want to be able to access a ModelMart database, contact your ModelMart administrator. The administrator must create a ModelMart database on a supported DBMS and a security profile for each user. Your PC must have the appropriate DBMS client connection software before you can access models in a ModelMart database, and you must have the appropriate security permissions. See the AllFusion Model Manager Administrator Guide for more information.

Intended Audience This guide is intended for use by individuals such as business or system analysts, database designers, and programmers who require read-only access to models created in AllFusion ERwin Data Modeler or AllFusion Process Modeler. You can use AllFusion Model Navigator to view, print, report on, and manipulate models. The only limitation is that you cannot save any type of model change, including any made to models accessed in a ModelMart database.

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Model Viewing, Printing, and Reporting Made Easy!


You can use AllFusion Model Navigator on data models and process models that are on a local drive, network drive or in a ModelMart database to:

• View the work of others while it is in progress.

• Provide input without inadvertently changing work.

• Read the information in a model in order to create queries, reports, or applications.

If you are already familiar with AllFusion ERwin Data Modeler and AllFusion Process Modeler, the Data Model Viewer and Process Model Viewer offer most of the features currently available in the full-feature version of these products. See Appendix A for a list of the differences between the modeler and viewer products.

To use this guide with Data Model Viewer, you should have a working knowledge of database management, entity-relationship diagrams, and IDEF1X and IE data modeling terms. If you are using Data Model Viewer in a data warehousing environment, you should also have a working knowledge of dimensional modeling terms. You can refer to the AllFusion ERwin Data Modeler Methods Guide and online help for more information.

To use this guide with Process Model Viewer, you should have a working knowledge of business process management, business reengineering, and IDEF0, IDEF3, or DFD methodologies. You can refer to the AllFusion Process Modeler Methods Guide for more information.

How this Guide Is Organized This Getting Started guide is designed to help users who are familiar with models created in AllFusion ERwin Data Modeler or AllFusion Process Modeler. Because AllFusion Model Navigator consists of Data Model Viewer and Process Model Viewer, this guide is separated into two distinct parts: Part 1–Data Model Viewer, and Part 2–Process Model Viewer. Refer to the appropriate section depending on the product you are using.

AllFusion Model Navigator – Part of the AllFusion Modeling Suite AllFusion Model Navigator is part of the AllFusion family of products, a foundation for building, deploying, and managing applications. AllFusion consists of process and project management, change and configuration management, modeling and design, and knowledge publication and visualization. AllFusion strengthens your ability to automate critical application life cycle processes and to thrive in today’s increasingly complex and rapidly changing eBusiness climate.

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The AllFusion Modeling Suite helps you simplify the complex aspects of analyzing, designing, and implementing applications and business processes by providing a visualization of the relationships between business and technology. The other key components that provide the integration of design, data and process models are:

• AllFusion ERwin Data Modeler–The essential tool for data modeling.

• AllFusion Process Modeler–The essential tool for business process modeling.

• AllFusion Model Manager–Used in conjunction with the AllFusion ERwin Data Modeler and AllFusion Process Modeler, the AllFusion Model Manager supports concurrent team modeling for large client/server development projects.

• AllFusion Data Model Validator–The database validation tool that raises the level of data quality in transactional and data warehouse systems.

• AllFusion Component Modeler–The powerful modeling tool for designing, visualizing, and maintaining business applications.

For More Information To access the online help system, which offers conceptual and procedural information, select Help on the toolbar. Alternatively, press the F1 key on your keyboard to view topics related to the screen you are currently viewing.

Data Model Viewer and Process Model Viewer share the same online help that is available for AllFusion ERwin Data Modeler and AllFusion Process Modeler respectively. The online help contains information about all modeling features, including the features that are only available in the full product versions.

Tip: If you need help with the product, consult esupport.ca.com on the Internet.

CA Services: Enabling Solutions Through Experience When it comes to getting on the information fast track, CA Services can recommend and install a full suite of portal and knowledge management solutions to keep your business moving. And our associates offer the proprietary know-how on custom-fitting your enterprise for solutions ranging from life cycle management, data warehousing, and next-level business intelligence. Our experts will leave you with the technology and knowledge tools to fully collect, exploit, and leverage your data resources and applications.

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CA Education Services Computer Associates Global Education Services (CA Education) offerings include instructor-led and computer-based training, product certification programs, third-party education programs, distance learning, and software simulation. These services help to expand the knowledge base so you are better able to use our products more efficiently, contributing to your greater success. CA Education has been developed to assist today’s technologists in everything from understanding product capabilities to implementation and quality performance.

Because the vast community of education seekers is varied, so too are our methods of instruction. CA Education is committed to provide a variety of alternatives to traditional instructor-led training, including synchronous and asynchronous distance learning, as well as Unicenter simulation.

For training that must be extended to a wider audience—for a fraction of the cost and logistical hassle of sending everybody away to a class—CA Education offers excellent distance learning options.

To obtain more detailed information about AllFusion ERwin Data Modeler and AllFusion Process Modeler from educational courses, go to this website: www.ca.com/education

Computer Associates: The Software That Manages eBusiness The next generation of eBusiness promises unlimited opportunities by leveraging existing business infrastructures and adopting new technologies. At the same time, extremely complicated management presents challenges—from managing the computing devices to integrating and managing the applications, data, and business processes within and across organizational boundaries. Look to CA for the answers.

CA has the solutions available to help eBusinesses address these important issues. Through industry-leading eBusiness Process Management, eBusiness Information Management, and eBusiness Infrastructure Management offerings, CA delivers the only comprehensive, state-of-the-art solutions, serving all stakeholders in this extended global economy.

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Chapter 2 Overview and Installation!

Getting Started!

Modeling is one of the most effective techniques for understanding and communicating business rules and processes.

Just as an architect creates a blue print before building a structure, a database designer creates a data model before building a database. A data model is a graphical representation of a database that is used to capture an organization’s business rules, which can then be used to define a system’s requirements.

In today’s complex and ever-changing world, businesses need to stay focused on the process of how to satisfy customer needs. Business process improvement includes mapping and modeling the myriad of interactions within an organization to better understand and improve its operation. In a process model, extraneous detail is eliminated and important information is highlighted, thereby reducing the apparent complexity of the system under study.

Typically, throughout the design process, a model is presented to business users and other members of the enterprise for review and input. As a reviewer of a data model or process model, you may be required to provide input to the design team. For this purpose, you can use AllFusion Model Navigator to open and read data models that were created in AllFusion ERwin Data Modeler and read process models that were created in AllFusion Process Modeler.

AllFusion Model Navigator is composed of the Data Model Viewer and Process Model Viewer. You can use AllFusion Model Navigator to view, manipulate, print, and report on models on a local drive, network, or in a ModelMart database.

Before You View Models in a ModelMart Before you can view models in a ModelMart database, you need to connect to the ModelMart database on which the models reside. The connection is made by clicking Connection on the ModelMart menu. For more details, see the chapters Opening Data Models and Opening Process Models. The following must be performed before you can connect to a ModelMart database:

• The client connectivity software for your host DBMS must be installed on the client workstation so that you can connect to the DBMS on which the ModelMart database resides.

• The ModelMart administrator must give you permission to access the ModelMart database.

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Getting Started!


Easy Installation Procedure 1. With Windows XP, Windows 98, Windows NT, Windows Millennium

Edition, or Windows 2000 running, insert the CD into the CD drive.

2. If Autorun is enabled, you will be prompted to install. If Autorun is disabled, click on the CD and double-click on Setup.exe.

3. A License Agreement appears for you to review. If you accept the terms as described in the License Agreement, select Yes. If not, select No and exit the installation process.

4. You are prompted to follow the instructions provided by the Install program. The installation program asks a series of questions you must answer, including:

• Destination directory for the files

• Product Registration

What’s Next? Now that you have completed the installation, you will be able to view, manipulate, print, and report on data models and process models.

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Part 1 — Data Model Viewer


Chapter 3

Opening Data Models! How to Open Data Models!

I n the Data Model Viewer, you can open, view, print, and report on data models that are saved in:

• AllFusion ERwin Data Modeler. These models have a .ER1 extention.

• AllFusion Model Manager, which stores various model types in a ModelMart database. AllFusion Model Manager is used in workgroup modeling environments to manage security, concurrent access, and conflict resolution.

You can read all of the information available in a model, including definitions, datatypes, physical storage assignments, logical and physical names, indexes, and other logical and physical constructs for the selected target server (for example, Microsoft SQL Server).

ModelMart

ER1 fileData Model Viewer

View the Model

LIBRARY2

LIBRARY3

LIBRARY1

LIBRARY4

Opening an ER1 File You can open an existing data model saved in ER1 format locally or on a network by using the Open File dialog. Choose File, Open to access the Open File dialog.

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How to Open Data Models!


Opening a Model Stored in a ModelMart Workgroup members using AllFusion ERwin Data Modeler with AllFusion Model Manager save and store individual data models in ModelMart libraries. To open a model saved in a ModelMart library, you first connect to a ModelMart database, and then open the model in the Open ModelMart Model dialog.

NOTE: You must have a local client version of a supported database installed with access to the ModelMart database. See your ModelMart administrator for more information.

Connecting to the ModelMart To open a ModelMart model, you must first establish a ModelMart connection using a valid user login. When you start Data Model Viewer for the first time, it displays the ModelMart Connection Manager dialog so you can type your user login, password, and database connection information. If the dialog does not open automatically, you can

click the Connect to ModelMart button on the ModelMart Toolbar to open the ModelMart Connection Manager:

Host Server Type

Host Server Name or Connection String

Database Where ModelMart Control Tables Are Stored Previous ModelMart Connections

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NOTE: To suppress the ModelMart Connection Manager so that it does not display each time you open Data Model Viewer, select the Suppress this Dialog on Startup check box.

After you type your login, password, and host connection information, click the OK button. Now you are connected to the ModelMart and have read-only permission for all the ModelMart libraries and models. For each successful connection, the information that was entered in the Host DBMS, DBMS Connection, and Master Database fields is recorded as a connection set. You can select a connection set in the History list to automatically populate these controls.

Tip: For more information, search the online help index for ModelMart,connecting to.

Opening a Data Model Stored in a ModelMart To open a model stored in a ModelMart, choose Open ModelMart Model on the

ModelMart menu or click the Open ModelMart Model tool

on the AllFusion Model Manager toolbar. The Open ModelMart Model dialog appears.

ModelMart Libraries

ModelMart Models

Model Information

Because models in a ModelMart database are stored in libraries, you must first

select the library that contains your model from the ModelMart Library list in the right pane. Then, you can select a process model from the ModelMart Model list in the left pane.

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Data Model Viewer supports the following AllFusion Model Manager functions: connecting to a ModelMart, opening a ModelMart model with read-only permission, the version manager, and session manager. You cannot save, lock, update, refresh, or synchronize a ModelMart model using Data Model Viewer.

NOTE: The read-only lock mode is automatically assigned when you open a ModelMart model.

Tip: For more information, search the online help index for ModelMart model,opening.

What's Next? Now you know how to open a data model in the Data Model Viewer. If you need to understand more about data models, the next chapter will help you to understand the basic concepts of entity-relationship data models. If you are already familiar with these concepts, skip the next chapter and go to the chapter The Data Model Viewer Workplace!

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Chapter 4

Understanding Data Models! Basic Concepts of Entity-Relationship Models!

This chapter walks you through some very basic data modeling concepts such as entities, attributes, and relationships.

NOTE: If you are already familiar with these concepts, you can skip this chapter.

As its name implies, an Entity-Relationship data model uses entities and relationships to represent the logical structures that will eventually become the physical tables in a database. A box with a horizontal line depicts an entity and solid or dashed connecting lines depict a relationship between two entities.

Entity–Relationship Data Model

What Is an Entity? An entity is a person, place, or thing about which an organization maintains information. In the logical model, an entity usually corresponds to a table in the physical model. Two types of entities/tables can be drawn in a data model: independent and dependent.

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Basic Concepts of Entity-Relationship Models!


For example, an independent entity is an entity whose instances can be uniquely identified without determining its relationship to another entity. It is represented as a box with square corners. A dependent entity is an entity whose instances cannot be uniquely identified without determining its relationship to another entity or entities. It is represented as a box with rounded corners.

What Is an Attribute? Once you have discovered the people, places, and events that define the entities in your model, you can begin to define the attributes for each entity. For example, once you create the CUSTOMER entity, you can begin to define the individual pieces of information such as Name, Address, and Phone Number. In the logical model, each of these pieces of information is saved as an attribute of the CUSTOMER entity. In the physical model, attributes equate to columns in a table.

The area above the horizontal line is known as the key area because that is where the entity’s primary key resides. The primary key may be comprised of one or more attributes that uniquely identify the entity. The area below the horizontal line is known as the non-key area because that is where all other attributes reside.

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When you add an entity, the entity type is determined by the relationship in which it is involved. For example, when you initially place an entity in a model, it is represented as an independent entity.

What Is a Relationship? In a data model, a relationship shows an association between two entities or tables. A relationship is represented as a line connecting two entities or two tables. Depending on the notation you choose, the symbols at either end of the line may change. The diagram below shows the relationship between the CUSTOMER entity and the MOVIE RENTAL RECORD entity using Integration Definition (IDEF1X) notation.

What Is a Foreign Key? When you create a relationship between entities, the primary key attribute(s) of the parent entity automatically migrates to the child entity. The designator (FK) indicates the name of the migrated key attribute, also known as a foreign key. This migration occurs automatically in the physical model.

In an identifying relationship, the foreign key migrates above the line and becomes part of the primary key of the child entity. In a non-identifying relationship, the foreign key migrates below the line and becomes a non-key attribute in the child entity. A dashed line represents a non-identifying relationship.

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Other Relationship Types In addition to identifying and non-identifying relationships, you can also create other relationships, as shown below:

Identifying relationship

Non-identifying relationship

Recursive relationship

Many-to-many relationship

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Subtype relationship

What’s Next? By this time you should have a basic understanding of data models. In the next chapter you’ll learn how to use the Data Model Viewer to examine models.

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Chapter 5

The Data Model Viewer Workplace! Finding Your Way Around!

You can view, change, print, and create reports about a data model created with AllFusion ERwin Data Modeler, such as the sample data model shown below. This chapter shows you around the workplace and explains how to view,

examine, and modify the model. Keep in mind that although you can print and report on changes you make to a model, none of your changes can be saved.

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Finding Your Way Around!

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Workplace Components After you open a model, you’ll see that the workplace is split into the Model Explorer on the left side and a Model Window on the right.

Model Explorer

Tab

Model Explorer

Model Window

Model Type

Indicator

Stored Display

Tab

The workplace components are briefly described next. The Model Window–Displays a graphical view of the open data model.

The Model Explorer–Provides a hierarchical text-based view of the data model that is displayed in the Model Window. When you click on a Model Explorer tab, you can switch between the Model, Subject Area, or Domains panes to see the different views of the model.

Toolbars–All toolbars are dockable or free-floating. Toolbars contain task buttons, which you can use as shortcuts to quickly perform common tasks. Simply place the cursor over each toolbar button to see a description of the task it performs.

Stored Display Tab–A data model may have more than one Stored Display or customized view.

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NOTE: In a logical/physical model, you can easily toggle between the logical model and the physical model by selecting the model type from the option list on the standard toolbar.

What Can You Do In The Model Explorer? Just as you can work on a graphical view of a model in the Model Window, you can perform many of the same tasks in the Model Explorer. When you make changes to an object in the Model Explorer, the graphical view of the model is immediately updated with the same change. For example, if you rename a table in the Model Explorer, the new table name replaces the existing table name in the model window. Similarly, if you make a change to the model in an editor, you will immediately see the change in the Model Explorer.

NOTE: You can toggle the Model Explorer by checking the Model Explorer option on the View menu.

Model Pane The Model pane of the Model Explorer lists all of the object types that appear in the current data model based on the model type and the target server. For example, if the model type is Logical, the Model Explorer does not include physical objects such as triggers, stored procedures, and database views.

Logical Objects

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Similarly, if the model type is Physical, the Model Explorer does not include logical objects, and may not include physical storage objects, such as Tablespaces, unless the target server supports that type of storage object.

Physical Objects

Subject Areas Pane By default, every data model has a Main Subject Area, which includes all of the objects in the model. A model can be divided into smaller manageable parts called subject areas. In the Model Explorer, the Subject Areas pane displays model objects sorted by subject area. You can expand each subject area to see a list of the members of that subject area.

NOTE: Keep in mind, that subject area members just reference the objects in the Main Subject Area.

Domains Pane A domain is an object that helps to speed the creation of attributes and columns. A domain is similar to a template because it defines all of the properties that will be inherited by any attribute or column created from the domain. The Domains pane lists all of the domains for the current model. There is a set of default domains, which you can customize. You can also add new domains.

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Using The Model Explorer Shortcut Menu When you right click on an object in the Model Explorer, a shortcut menu is displayed, which lists the options available for that object. The object type determines which options are available on the shortcut menu.

Two examples of the Modeler Explorer are shown next. Both show the Model pane for the same logical model. However, the example on the left shows the shortcut menu for all Entities, which allows you to add entities or change the properties of any entity in the Entities dialog. The example on the right shows the shortcut menu for the CHECK entity, which allows you to go to that area of the model in the model window, delete or rename that specific entity, or go to the Entities dialog.

On the shortcut menu, choose: New–to create a new object

Go To–to go to the object in the Diagram Window

Delete–to remove the object from the data model

Rename–to edit the object’s name in the Model Explorer

Properties–to open the editor for the object

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Toolbars All of the toolbars can be visible or hidden, depending on your preferences. Choose View, Toolbars and select the toolbars you want to view by checking them. Deselect any toolbars by unchecking them.

All of the toolbars are dockable. This means that you can drag them to any location in the workplace and they will dock along the edge of the window. If you prefer, you can let them float freely in the window.

Toolbox Toolbar The Toolbox toolbar is the primary set of tools for drawing and editing a data model. The Toolbox changes based on the model type (logical or physical) and the notation (IDEF1X, IE, or DM) as shown below.

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NOTE: For more information about the IDEF1X, IE, and DM notation, search online help for Notation. To choose the notation for a data model, from the Model menu, choose Model Properties and click the Notation tab.

Selecting, Moving, and Resizing Objects In the Toolbox, the Select tool is used for moving objects and resizing entity and table boxes. The cursor changes shape for each task so that you know what action will be performed.

Alignment, Spacing, and Grouping Tools There are several features that help you enhance the appearance of your model. The tools on the Alignment Toolbar speed the process of graphically arranging and grouping model objects.

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You can select multiple objects, and space them to your preference. Similarly, the Group tool lets you group multiple objects for easy manipulation. To align several objects, click on the object to select it. While depressing the control key, click on each of the other objects you want to align. Release the control key and click the alignment tool.

Drawing Tools The Drawing Objects toolbar includes a set of drawing tools that you can use to add text and objects to enhance the meaning of your data model. The tools work like many other popular point-and-click drawing applications. Just click on a tool, click in the model window and drag the mouse until the object is the right size.

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After you add a drawing object, you can use the font and color toolbar to add color to the objects.

Tip: You can assign default font and color settings for drawing objects in the Drawing Objects tab on the Default Fonts and Colors editor. For details, see Applying Fonts and Colors by Object Type in the chapter Viewing Data Models.

What’s Next? You’ve just seen the basic capabilities of the workplace. The following chapter explains how to take advantage of the Data Model Viewer display features.

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Chapter 6

Viewing Data Models! Customizing What You See!

Data Model Viewer provides numerous features you can use to change the way a model is displayed on screen and how it appears when you print it. For example, three different notations are supported: ICAM Definition Method 1

Extended (IDEF1X), Information Engineering (IE), and Dimensional notation (DM). To change the notation, on the toolbar, choose Model, Model Properties, Notation and make your selection.

You can also change the level of information displayed. For example, in the logical model, you can choose to display entity names only or the entity names, attribute names, and the key group designators. Similarly, in the physical model, you can display or hide properties such as column or datatype.

The following features are discussed in this chapter: • Changing Display Levels

• Changing Display Options

• Using Fonts and Colors

• Using Zoom Tools

Changing Display Levels You can change the display level to filter the information that is displayed. There are two sets of display levels, one for the logical model and one for the physical model. These display levels and options are useful for viewing different types of information at different phases of the modeling process and for communicating model information to various audiences.

To change the display level of a model: • Use the Display Level buttons on the toolbar to switch between different

levels of detail: table button

, column button , and comment

button (physical model button names).

• Choose a display level option on the model window shortcut menu.

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Customizing What You See!

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To open the model window shortcut menu, right-click on the background area of the model. Choose Display Level and select the display options by checking or unchecking the options. Click on the options to check or uncheck them. The shortcut menu for a Physical Model is shown next:

The shortcut menu for a Logical Model is shown next:

Choose any of the following display levels.

Logical Physical Data Model Viewer displays: Entity Table Entity or table names and the

relationships between the tables Attribute Column Entities and attributes or tables and

columns, and relationships Primary Key

Primary Key Entities or tables, and their primary keys, and relationships

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Logical Physical Data Model Viewer displays: Definition Comment Entities or tables, and their

definitions or comments, and relationships

Icon NA Entities with their icons, and relationships

NA Physical Order

Tables and columns in their physical order, and relationships

Changing Display Options You can also use the model window shortcut menu to change the information displayed for entities, tables, attributes, columns, and relationships. For example, you can display the:

• Key group to which an attribute belongs

• Rolename for an attribute

• Referential integrity for a relationship

• Verb phrase that describes a parent or child relationship Additionally, icons can be used to identify:

• Meaning or purpose of an attribute

• Primary key attributes

• Domain attached to an attribute or column

Examples of types of information that you can choose to display are shown next:

Referential Integrity

Verb Phrase

Key Group Indicator

Rolename

Attribute IconsEntity Icon

6–3



To set the display options, right-click on a blank area of the model to open the model window shortcut menu. Choose Entity Display and check the options that you want to display, and uncheck those that you do not want to display. Click on the options to check or uncheck them. The shortcut menu with the options for the Entity Display for the logical model is shown next:

Using Fonts and Colors You can use different fonts and colors to enhance the appearance of a model to make it easier to view and understand. For example, if you want to prepare a model for analysis and presentation, you can enlarge the font size for all entity names so that they are easier to read or change the color of all foreign keys to red to distinguish them from other attributes or columns.

Applying Fonts and Colors by Object Type Use the Default Font & Colors dialog to change the font and color for all objects of a single type. Right-click on a blank area of the model to open the model window shortcut menu and choose the Default Fonts & Colors option.

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The Default Fonts & Colors dialog is shown next:

Applying Fonts and Colors to a Single Object You can use the tools on the Font and Color toolbar to change the font color, text or line color, and fill color for a specific model object. To change the font or color of a

model object, select the Selection tool or Attribute Selection tool on the Toolbar, then click the object and use the font and color tools to adjust the properties. You can also change fonts and colors for a specific table or entity using the object shortcut menu. Right-click on the model object to open the shortcut menu:

6–5



Click on the Object Font & Color option to open the Table Fonts & Color dialog

shown next:

Make your font and color changes and click OK.

Using Zoom Tools You can change the magnification level of the model with the zoom tools on the toolbar. The following table describes the purpose of each tool:

Click this: To do this:

Decrease the model magnification level in increments of 25%.

Increase the model magnification level in increments of 25%.

Reset the model magnification level to 100%.

Set the magnification level so that the entire model fits in the model window.

Select an area of the model that you want to fill the model window.

What's Next? Now that you can set up a model the way you want to view it, you are ready to print!

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Chapter 7

Printing Data Models! Format and Print What You See on the Screen!

You can easily print a data model using the current defaults for display-level and formatting, or quickly customize the printout by varying the scale, color, page header and footer, or other print option.

Choosing What to Print You can print the model as it appears on your computer screen. What prints is the model, any changes you have made to it, and the current display option settings, including display levels, physical display options, and font or color changes. To include a specific display option in a printed copy (for example, a column datatype), choose the corresponding display option before you open the Print dialog. For more information, see Changing Display Options in the chapter “Viewing Data Models.” The current display options are used when printing:

NOTE: Print magnification is independent from display magnification. See “Adjusting Print Scaling,” later in this chapter for more information.

7–1

Format and Print What You See on the Screen!


Using the Print Dialog To prepare to print, choose File, Print Setup, and select the printer you want to use. Then choose File, Print to open the Print dialog. The dialog allows you to view the data model, adjust the print scaling, and select the pages that you want to print. To change the print margins or header and footers you must click the Page Setup button.

Here is a sample Print dialog:

The Print options include: Page Range– To print the whole model, click the Print All Pages button at the top of the dialog. To print a single page, click in the grid area to select the page you want to print. You can use the SHIFT or CTRL key in combination with the left mouse button to select multiple pages. Then select Print Selected Pages.

Page grid boundary lines automatically define the individual pages on which the model objects appear. The size and dimension of the print boundary is determined by the paper size selected in the Print Setup dialog. You can easily adjust the page boundaries by dragging the page grid lines in the Print dialog to include more or fewer objects. When you move the grid to adjust the page boundary, the model’s print scale is automatically reduced or enlarged.

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Print Scaling–The default print scale is 100 percent. To change how much information prints on each page, change the number in the Print Scaling box to increase or decrease the magnification of the model. Alternatively, adjust the page boundaries to include a larger or smaller portion of the model on each page. At any time, you can click the Reset Scale button to return the model to 100% or click the Fit Model button to fit the entire model on one printed page.

Print Color–If the model is enhanced with colors, the colors will print if you check Print Color, provided you are using a color printer.

Copies–In the Copies group, select 1 or 2 for the number of copies you want to print or type the number in the More text box. You can also select the Collate check box to collate copies.

Using Page Setup Options You can set page margins, headers and footers for the printed copy in the Page Setup dialog. On the Print dialog, click the Page Setup button to open the Page Setup dialog.

Changing the Page Margins You can use the Margins tab to change the page margins for the current print copy. To change the margins, type a new value (in inches) in the Left, Right, Top, or Bottom text boxes.

If you make any changes to the margins, you need to return to the Print dialog to look at the page grid boundaries. It may be necessary to adjust the print scaling, because changing the margins may change the placement of the model on the pages.

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Applying Customized Headers and Footers The following header and footer information is included by default: the Model Name, Stored Display, and Subject Area in the header and the Grid Page Number, Time, and Date in the footer.

Here is a printout of the Movie subject area of EMOVIES with default headers and footers:

1.1/1.1 – 12:07:24PM, 6/14/2002 1.1/1,2 – 12:07:24PM, 6/14/2002

EMOVIES—Display1 / Movie EMOVIES—Display1 / Movie

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You can customize the headers and footers in the Header/Footer tab:

To change the defaults, use the buttons at the top of the dialog to insert predefined text in the header or footer. Also, you can type text that you want to include in the Header or Footer text boxes (for example, type the version number of the model).

NOTE: If you manually enter incremental information in the Header/Footer text box (for example, page number or date), the text cannot be automatically updated. Use the Header/Footer buttons to insert information that needs to be updated automatically.

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08MNg07.doc, printed on 7/11/2002, at 4:41 PM

Summary of Header and Footer Buttons The following chart shows the purpose of each button in the Header/Footer tab of the Page Setup dialog.

The header buttons follow:

Header Button

Button Name

This button inserts the:

File Name Current file name as it appears in the title bar.

Stored Display Current stored display as it appears in the title bar.

Subject Area Current subject area name as it appears in the title bar.

The footer buttons follow:

Footer Button

Button Name

This button inserts the:

Current Page Current grid page number (e.g., 1,2 = first row, second column)

Total Page Total pages in the entire page grid (e.g., 2,3 = two rows and 3 columns)

Time Current time (e.g., 12:07:24 AM = hour, minutes, seconds, AM or PM)

Date Current date (e.g., 6/14/02 = June 14, 2002)

What's Next? You have learned how easy it is to print models from Data Model Viewer. Now, you can learn how to generate data model reports!

7–6


Chapter 8

Reporting on Data Models! Using the Report Template Builder!

The Report Template Builder (RTB) is a versatile and highly-customizable tool for creating and running reports on AllFusion ERwin Data Modeler models. You can create text-based reports and graphical reports; then output the results

in HTML, RTF, and TEXT formats for easy publication and distribution. You can save, edit and reuse any report template you create. The Report Template Builder also contains predefined report templates that you can run against any data model.

Starting the Report Template Builder With a model open in the Data Model Viewer of AllFusion Model Navigator, you can start the Report Template Builder in two ways:

• Click the button on the Data Model Viewer Toolbar. OR

• Choose Report Builder from the Tools menu, and then choose Report Builder.

NOTE: The Report Template Builder also opens when you choose an RTB report on the Report Builder menu.

8–1

Using the Report Template Builder!


When you start the Report Template Builder, the Report Templates dialog displays:

List of created report templates

The Report Templates dialog lists the report templates (with .rtb extensions) that have already been created. The Data Model Viewer comes with a sample report template called Sample1.rtb.

The Report Templates dialog options are listed next: Available Templates–Lists the report templates (RTB files) in the current directory. When you select a report template and click Run, the application runs the report for the current model and opens the report results in the application associated with the output format.

New–Click this button to open the Report Template Builder and create a report template.

Edit–Click this button to open the Report Template Builder and edit the selected .rtb file.

Run–Click this button to run the selected report template for the current model or file and open the results in the application associated with the output format.

Browse–Click this button to open the Browse for Folder dialog and select a folder of report templates.

Directory (read-only)–Displays the current directory.

Output Type–Displays the output format (RTF, HTML, or CSV) of the report template highlighted in the Available Templates section.

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Report Template Definition (read-only)–Displays the definition of the report highlighted in the Available Templates section. The definition can be a description of the report contents or any other explanation of the report.

Building Report Templates To start building a report template, click New on the Report Templates dialog. The Report Template Builder dialog opens:

RTB Toolbar

Report layout area

Available sections you can add to the report layout

In the Report Templates dialog you can:

• Define report template properties such as title, headers and footers, definition, and export format (HTML, RTF, TEXT).

• Apply sections based on model objects such as Attributes, Relationships and Subject Areas.

• Define section properties such as columns, section name, font, color, layout, and section name alignment.

• Define tables within each section to report on specific model object information such as entity name, definition, and history information.

• Define table properties such as table name, font, color, and name alignment.

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Defining Properties for a New Report Template Each report template you create has properties that include a table of contents, title, header, footer, and export format. The first thing to do when building a report template is to decide report template properties. You can change report template properties at any time.

To define report template properties:

1. In the Report Template Builder dialog, select Document Untitled at the top of the Report Layout pane.

2. In the Report Template Builder dialog, click the Properties button on the Toolbar, or right-click Document Untitled and choose Properties on the shortcut menu. The Properties dialog opens.

3. Select the Has Table of Contents check box if you want the report to

contain a table of contents. This applies to HTML and RTF reports only.

8–4



4. Select HTML, RTF, or TEXT as the export format. When you generate the report later, the associated application will open to generate the report:

• HTML opens your local internet browser and displays the report.

• RTF opens your local associated word processing application and displays the report (for example, Microsoft Word).

• TEXT opens the associated application for .CSV (Comma Separated Variable) files. (for example, Microsoft Excel)

5. Click the Title tab in the Properties dialog, and enter a title for the report template. You can also specify font and color options, and add macros to the text to add information such as the current model name and current date.

6. Click the Header, Footer tabs in the Properties dialog to set header and

footer text, fonts, and colors.

7. Click the Definition tab to document the report template definition or any other information. The definition text you enter displays in the Definition box in the Report Templates dialog.

8. Close the Properties dialog.

Tip: To get online help on the Report Template Builder, press the F1 key in any RTB dialog.

8–5



Adding Report Sections to a Report Template You can add different sections to a report. Each section usually represents a model object type. For example, in a data model, physical tables and columns would be represented as different report sections.

To add report sections to a Report Template: 1. In the Available Sections pane in the Report Template Builder dialog,

select a model object type to include in the report. Then, click the right

arrow button to add the section to the Report Layout pane.

2. Repeat step one above for each model object type to be in the report.

3. In the Report Layout pane, double-click each section (model object type) to open the Properties dialog. Then, click the plus sign to expand each section and check the columns to appear in the report (for example, Name and Note).

4. Save the report template.

Running an HTML Report

To run an HTML report: 1. In the Report Templates dialog, click the Run button on the toolbar

. The Report Template Builder launches your web browser to display the report.

2. In the left frame of the browser, locate the links to the Report Components. Click the links in the sections to review each section.

3. Try changing the view from Tabular to Hierarchical.

4. Close the web browser.

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A data model report produced in HTML looks like this:

Applying a Report Template to Another Model Once you have created and saved a report template, you can use it to report on another model.

To apply a template to another model: 1. Open a different data model that you did not have open when you first

created the report.

2. Click the Report Template Builder button on the toolbar.

3. On the Report Templates dialog, select a report from the Available Templates list.

4. From the Output Type list, select an output type (HTML, RTF, TEXT)

5. Click Run to launch the report.

What's Next? You have now learned how to use many of the features in the Report Template Builder. Remember that you can press F1 at any time to open the RTB online help for more information on the many features in the Report Template Builder.

8–7


Part 2 — Process Model Viewer


Chapter 9

Opening Process Models! How To Open Process Models!

I n the Process Model Viewer, you can open, view, print, and report on process models that are saved in:

• AllFusion Process Modeler (.BP1)

• AllFusion Model Manager, which stores various model types and manages security, concurrent access, and conflict resolution for workgroup modeling environments

When you open a process model, you can read all model diagrams and all of the information available in the model such as definitions, notes, user-defined properties (UDP), and activity costs. You can use many of the features in the Process Model Viewer, but you cannot save any changes to .BP1 or to a model stored on a ModelMart database.

ModelMart

BP1 modelProcess Model Viewer

View the model

LIBRARY2

LIBRARY3

LIBRARY1

LIBRARY4

9–1

How To Open Process Models!


Opening a BP1 File You can open a process model (BP1) in any of the following ways:

• In Process Model Viewer, click the open file button . The Open dialog opens in which you can choose the folder and file name of the file (.BP1) you want to open.

• In Process Model Viewer, click the File menu, and then choose Open. The Open dialog opens in which you can choose the folder and file name of the file (.BP1) you want to open.

• In the Windows Explorer, double-click the process model (.BP1) you want to open.

NOTE: When you start Process Model Viewer for the first time after installation, the ModelMart Connection Manager dialog displays. To suppress this dialog so that it does not display each time you start Process Model Viewer, click the Suppress this Dialog on Startup check box.

Tip: For more information, search the online help index for Model,opening.

Opening Process Models Stored in a ModelMart Workgroup members using AllFusion Process Modeler with AllFusion Model Manager save and store individual process models in libraries. You can open process models saved in ModelMart libraries by connecting to a ModelMart database and then opening a process model in the Open ModelMart Model dialog.

NOTE: You must have a local client version of a supported database client installed with access to the ModelMart database. See your database administrator for more information.

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Connecting to a ModelMart Before you can open a process model from a ModelMart, you must first connect to the database server that hosts the ModelMart database. When you start Process Model Viewer for the first time, it displays the ModelMart Connection Manager dialog so you can type your user login, password, and database connection information. You can

also click the Connect to ModelMart button on the ModelMart Toolbar to open the ModelMart Connection Manager.

Host Server Type

Host Server Name or Connection String

Database Where ModelMart Control Tables Are Stored Previous ModelMart Connections

NOTE: To suppress this dialog so that it does not display each time you open Process Model Viewer, select the Suppress this Dialog on Startup check box.

In the ModelMart Connection Manager dialog, enter the information about the server, including the host server DBMS, the server name, and the name of the database that contains the ModelMart database control tables.

For each successful connection, the information that was entered in the Host DBMS, DBMS Connection, and Master Database fields is recorded as a connection set. You can select a connection set from the History list to automatically populate these dialog boxes.

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After you fill in the necessary information and click OK, Process Model Viewer connects to the server and provides read-only permission for all ModelMart libraries and models.

Tip: For more information, search the online help index for ModelMart,connecting to.

Opening a Process Model Stored in a ModelMart To open a process model stored in a ModelMart, you must choose Open on the

ModelMart menu or click the Open ModelMart model tool on the ModelMart Toolbar to display the Open ModelMart Model dialog. A process model stored in ModelMart cannot be opened directly from the File menu.

ModelMart Libraries

ModelMart Models

Model Information

Because models in a ModelMart database are stored in libraries, you must first

select the library that contains your model from the ModelMart Library list in the right pane. Then, you can select a process model from the ModelMart Model list in the left pane.

What's Next? Now that you can open a process model in the Process Model Viewer, you may need to understand more about process models. The next chapter will help you understand the different types of process models and their uses.

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Chapter 10

Understanding Process Models! How To Read Different Types Of Process Models!

Using AllFusion Process Model Viewer, you can open process models that use Business Process (IDEF0), Process Flow (IDEF3), and Data flow (DFD) methodologies.

IDEF0 Modeling IDEF0, also referred to as Business Process modeling, uses activities and arrows to graphically describe and document business processes. It does this by capturing information about the business or process and displaying the information and resources that are included in each step.

Below is an example of the top level diagram of an IDEF0 model representing the process “OBTAIN DRIVER’ LICENSE.” The diagram, also called the context level diagram, is the highest-level diagram in a Business Process model and contains the context activity, which represents the business process being modeled.

Note the four different types of arrows. There are input arrows connected to the activity from the left of the activity, control arrows from above, output arrows to the right, and mechanism arrows from below. IDEF0 models illustrate a business process or system as a set of activities (functions) using only two graphic symbols: activity boxes and arrows.

10–1

How To Read Different Types Of Process Models!


Activities are represented by boxes usually containing a single, active verb plus a common noun that clarifies the objective of the activity from the viewpoint of the model, for example, “Obtain Drivers’ License.”

Arrows represent four types of information that are connected to an activity. An Input Arrow shows what is consumed or transformed by an activity. An Output Arrow shows what an activity produces or creates. A Control Arrow represents the objects that govern the manner in which inputs are transformed yet are not themselves transformed by the activity. A Mechanism Arrow represents those objects that actually perform the transformation of inputs to outputs yet are not themselves transformed by the activity. Arrows are typically labeled with nouns such as Birth Certificate and Drivers’ License.

The four types of arrows used in IDEF0 Business Process models are listed below:

Type of Arrow What the Arrow Represents

Input Something consumed or modified in the process

Control A constraint on the operation of the process

Output Something resulting from the process

Mechanism Something used to perform the process, but is not itself consumed

The first letter of each arrow type forms the acronym, ICOM. Hence arrows are

sometimes referred to as ICOMs. For more information on IDEF0 Business Process modeling, see the AllFusion Process Modeler Methods Guide.

IDEF3 Modeling

IDEF3 also referred to as Process Flow modeling, is a modeling methodology that graphically describes and documents processes by capturing information on process flow, the relationships between processes, and important objects that are part of the process.

IDEF3 models are used to assist business process reengineering efforts, develop a measure for determining the completeness of deliverables, and collect information on policies and procedures in business. IDEF3 models can depict real world scenarios; for example, you can map out real life emergency procedures or contingency plans based on business needs and events. Each scenario provides a description of a process, and can be used to better communicate and document how the business functions.

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An example of an IDEF3 diagram appears below:

Activities In IDEF3 Modeling In IDEF3 diagrams, an activity is also referred to as UOW, or "Unit of Work." UOW's can represent a process, action, decision, or other procedure performed in a system or business within an IDEF3 model.

Arrows In IDEF3 Modeling In IDEF3 diagrams, arrows have much simpler meaning than in IDEF0 diagrams. Arrows in IDEF3 diagrams illustrate precedence between activities. For example, an arrow drawn from activity A to activity B shows that activity A occurs before activity B in the process flow.

Junctions In IDEF3 Modeling Junctions are used in IDEF3 diagrams to show branching or joining in the process logic, to show alternative paths in the process flow, and to show multiple events that can or must be completed before the next UOW process can begin.

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Junctions may be either fan-out or fan-in: • Fan-out Junction. Branches one arrow into multiple arrows to show

activities occurring in parallel. An example of a Fan-out junction appears below:

• Fan-in Junction. Consolidates multiple arrows into a single arrow to

show the completion of the activities. An example of a Fan-in junction appears below:

The junction types available in process flow modeling and the meaning of the junction when used in a fan-out or fan-in setting are explained in the table below.

Junction Name Meaning in Fan-in Meaning in Fan-out

Asynchronous AND

All preceding processes must be complete.

All following processes must start.

Synchronous AND

All preceding processes complete simultaneously.

All following processes start simultaneously.

Asynchronous OR

One or more preceding processes must be

completed.

One or more following processes must start.

Synchronous OR

One or more preceding processes complete

simultaneously.

One or more following processes start simultaneously.

XOR (Exclusive OR)

Exactly one preceding process completes.

Exactly one following process starts.

Referents In IDEF3 Modeling A referent is a term used to describe an object in an IDEF3 diagram where additional information is stored outside the process flow. For example, if a credit check was processed and a determination was made to set the credit rating as low, the information from that credit check would reside in a Bad Credit List. In this case, the Bad Credit List is considered a referent.

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Referents are used in IDEF3 modeling to support junctions and other process flow objects or to represent repeating UOWs.

Swim Lane Diagrams Swim Lane diagrams are a type of IDEF3 diagram and can provide your organization with an efficient mechanism for visualizing and optimizing processes. Swim Lane diagrams organize complex processes across functional boundaries, and help you to conveniently view processes, roles, and responsibilities and their flow.

For more information on IDEF3 modeling, see the AllFusion Process Modeler Methods Guide.

Data Flow Diagrams

Data Flow Diagramming, also referred to as DFD modeling, helps system modelers create a blueprint of systems development tasks. This eliminates the costly time previously dedicated to repetitive planning and design. Modelers also use Data Flow Diagrams to complement existing Business Process models (IDEF0).

An example of a Data Flow Diagram appears below:

10–5



The Data Flow Diagram describes data processing functions (for example, Input Customer Data); data used or created by the data processing system (for example, Invoice); objects, persons, or departments that interact with sales (for example, Vendor), and data processing tables (for example, the Inventory table). Data processing functions are represented by Data Flow Diagram objects that include activities, arrows, data stores, and external references.

Objects In Data Flow Diagrams The table below describes the four objects present in Data Flow Diagrams:

Data Flow Diagram Objects

Description

Activity An Activity describes an action that processes or transforms data or resources. In DFD modeling, an Activity depicts an action that processes or transforms data.

Arrow Arrows in Data Flow Diagrams represent the flow of data between activities, data stores, and external references.

Data Store Data Stores are used in Data Flow diagramming to show the flow of data to and from a database table, ERwin Data Modeler entity, or both.

External Reference In Data Flow Diagrams, External References represent a location, entity, person, or department that is a source or destination of data but is outside the scope of the diagram.

For more information on DFD modeling, see the AllFusion Process Modeler

Methods Guide.

What's Next? Now that you have an idea of the different types of process flow models, you can begin to navigate them in the Process Modeler Viewer. The next chapter discusses how to use the Process Modeler Viewer workplace.

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Chapter 11

The Process Model Viewer Workplace! Finding Your Way Around!

The Process Model Viewer window contains the tools you need to open, view, manipulate, print, and report on AllFusion Process Modeler diagrams.

Standard Toolbar

ModelMart Toolbar

Status Bar

Drawing Area

Model Explorer

Menu Bar

Process Model Viewer Toolbox

Although the Process Model Viewer Toolbox and other features are enabled, you

cannot save the changes you make to a diagram. Model Navigator only maintains the changes that you make to a diagram until you close the diagram. If you need to save your changes, you can upgrade to the full-feature version of AllFusion Process Modeler.

Tip: For more information, search the online help index for BPwin workplace.

11–1



Using the Toolbars The Process Model Viewer workplace includes three toolbars that you can use to quickly access a variety of frequently-used features.

• Standard Toolbar. Provides file access, printing, and view options.

• ModelMart ToolBar. Provides access to models saved in a ModelMart.

• Process Model Viewer Toolbox. Contains the tools for drawing objects and navigating in a process diagram.

By default, all toolbars are displayed when Process Model Viewer is installed. If you prefer to work with menus, you can hide any or all of the toolbars. You can also change the position of the Process Model Viewer Toolbox by dragging it to another location in the window.

The Standard Toolbar The Standard toolbar contains buttons you can use to quickly access often-used features, such as new, open, print, and display options. If a feature is unavailable, the corresponding toolbar button is dimmed. For example, Process Model Viewer does not support the Save button on the Standard toolbar.

Open

Print

Zoom Control

Zoom to Fit Border

Zoom to Rectangle

Display or Hide Model Explorer

Display or Hide ModelMart

Toolbar Open Report Template Browser

Tip: For more information, search the online help index for Standard toolbar.

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The ModelMart Toolbar You can use the tools on the ModelMart toolbar to connect to a ModelMart

database, open models stored in a ModelMart database, and open the ModelMart Version Manager.

Open a ModelMart Model

Connect to ModelMart

ModelMart Version Manager

NOTE: AllFusion Process Modeler also supports the ModelMart Session Manager, which is only available on the ModelMart menu. Process Model Viewer does not support the unavailable features on the ModelMart toolbar.

Tip: For more information, search the online help index for ModelMart Toolbar.

The Process Model Viewer Toolbox The Process Model Viewer toolbox contains the tools for drawing objects in a Process Model diagram. The tools in the Process Modeler toolbox change to reflect the methodology (IDEF0, IDEF3, DFD) of the current diagram. You can float the toolbox in the drawing area, or fix the toolbox on the top or to the left of the drawing area.

The meaning of each toolbox button is listed in the following table:

Button Tool Name Applicable Methodology

Pointer IDEF0, IDEF3, DFD

IDEF0 Activity Box IDEF0

Arrow IDEF0, IDEF3, DFD

Tunnel IDEF0, DFD

Squiggle IDEF0, IDEF3, DFD

Text IDEF0, IDEF3, DFD

11–3



Button Tool Name Applicable Methodology

Go to Sibling Diagram IDEF0, IDEF3, DFD

Diagram Dictionary IDEF0, IDEF3, DFD

Go To Parent Diagram IDEF0, IDEF3, DFD

Go To Child Diagram IDEF0, IDEF3, DFD

IDEF3 Activity Box IDEF3

Junction IDEF3

Referent IDEF3

DFD Activity Box DFD

External References DFD

Data store DFD

Off-Page Reference DFD

Keep in mind that although you can use toolbox tools to add diagram objects, you

cannot save your work in Process Model Viewer.

Tip: For more information, search the online help index for BPwin Toolbox.

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Using the Model Explorer The Model Explorer is a powerful tool that you can use to globally view and access activity or diagram objects in any open process model. With one or more models open, you can view all diagrams or activities as objects in a collapsible and expandable hierarchical tree.

Diagram Drawing Area Model Explorer

The Model Explorer is composed of three tabs that you can use to view activity

objects, diagram objects, and unused model objects. To display or hide the Model

Explorer, click the Model Explorer button on the Standard toolbar. You can drag the right border of the Model Explorer to adjust its width.

You can use the Model Explorer to navigate quickly through model diagrams or activities. When you select an object in the Model Explorer, the corresponding object displays in the drawing area.

Tip: For more information, search the online help index for Model Explorer,overview.

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Displaying Diagrams Or Activities The Model Explorer can display a hierarchical list of either diagrams or activities in all open models. The Activities tab and the Diagrams tab at the bottom of the Model Explorer pane indicates whether the tree shows activities or diagrams. When you click the Activities tab, the Model Explorer shows the all model activities as objects in a collapsible and expandable hierarchical tree. When you click the Diagrams tab, the Model Explorer shows all diagrams as objects in a collapsible and expandable hierarchical tree.

The Diagrams tree in the Model Explorer is shown below:

Tip: For more information, search the online help index for Model Explorer,summary of activity tree objects and Model Explorer,summary of diagram tree objects.

What's Next? Now that you can find your way around Process Model Viewer workplace, you are ready to learn some tips about viewing process models.

11–6


Chapter 12

Viewing Process Models! Customizing the Appearance of Process Models!

Process Model Viewer offers many features you can use to customize the workplace and change the way a model appears on the screen. For example, you can hide or display any or all of the toolbars and change the font and color for

any model object. This chapter discusses:

• Customizing the Process Model Viewer Workplace

• Setting the Magnification Level

• Customizing the Diagram Display

• Setting Diagram Fonts

• Setting Diagram Colors

Customizing the Workplace You can customize the Process Model Viewer workplace to suit your work habits or to suit your current task. For example, you can hide the ModelMart toolbar when you are not working with ModelMart models.

Displaying and Hiding Workplace Elements To customize the Process Model Viewer workplace, you can use the view menu to hide or display one or more of the following workplace elements:

• Standard Toolbar

• Model Toolbox

• ModelMart Toolbar

• Model Explorer

• Status Bar

12–1

Customizing the Appearance of Process Models!


To display or hide one of these items, click on the option in the View menu. Process Model Viewer displays a check mark next to items on the View menu that are selected (displayed).

NOTE: You can also hide or display the ModelMart toolbar by clicking

and hide or display the Model Explorer by clicking

on the Standard Toolbar.

Tip: For more information, search the online help index for BPwin workplace,customizing.

Setting the Magnification Level You can set diagram magnification options using the Zoom list box in the Standard Toolbar or the Zoom dialog. To use the Zoom list box in the Standard Toolbar, simply choose a zoom magnification level in the list. You can also type a custom value.

To open the Zoom dialog, choose Zoom from the View menu or right-click a diagram and choose Zoom on the shortcut menu. The Zoom dialog opens where you can select and apply diagram magnification levels to the current diagram and to all diagrams in the current model. To apply the selected magnification level to all diagrams in the model, select the Apply to all diagrams option.

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The Zoom dialog is shown next:

NOTE: You can also use the Zoom-to-Border tool to change to a magnification level that displays the full border area of the

diagram and use the Zoom-to-Rectangle tool to select a diagram region to fill the drawing area.

Customizing the Diagram Display You can customize the way a process model diagram is displayed by:

• Displaying or hiding elements of the diagram

• Changing fonts for objects in a diagram

• Changing colors for objects in a diagram

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Displaying or Hiding Elements of Diagrams and Models You can choose to display or hide specific diagram objects in the drawing area such as activity numbers, arrow names, and activity cost information. To do so, right-click the diagram area, and choose Model Properties from the shortcut menu. When the Model Properties dialog opens, click the Display tab:

To display or hide a diagram object, click the item check box in the Display tab. A check mark displays next to the options you choose to display and removes the check mark from the options you choose to hide. Your settings apply to all diagrams in the active model.

You can also select different the draw styles for model diagrams. For example, you can choose to display activity bitmaps or ABC costs in the current diagram. To choose a default model draw style, or a draw style for the current diagram, right-click the diagram and choose Model Properties or Diagram Properties. When the Properties dialog opens, select the Draw Style tab and choose the specific draw style option.

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The Diagram Properties dialog options affect only the current model diagram. The Model Properties dialog sets draw style defaults for all model diagrams. The Diagram Properties dialog is shown next:

Tip: For more information, search the online help index for Draw style,defining for diagrams.

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Setting Diagram Fonts In Process Model Viewer, you can set the font, style, size, and effects for diagram object names and for reports. You can apply font settings to objects such as Activities, Arrows, and Text Blocks.

Text Box

Arrow Label

Activity Name

You can change the font for any diagram object from the object shortcut menu. For example, when you right-click on an arrow, you can choose Font to open the Arrow Properties dialog. Then select the Font tab where you can set the font, font style, size, and effects that you want to apply to the arrow.

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You can also use the Font tab in the Properties dialog to change font properties

globally. For example, to apply your font selections to all arrows in the current model, select the All Arrows in this model check box.

Tip: For more information, search the online help index for Font,setting defaults for diagram objects and Font,changing for activities.

Setting Diagram Object Colors You can set object, text, and background color properties for diagram objects such as activities, arrows, and text blocks. To set the color for a diagram object, right-click on the diagram object you want to change and choose Color on the shortcut menu. The Color tab in the Properties dialog opens:

Select the property you want to change, such as Background Color, and then select the color for the property from the palette.

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What's Next? Now that you can set up a diagram the way you want to view it, you are ready to print!

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Chapter 13

Printing Process Model Diagrams! Printing Process Model Diagrams the Way You Want!

Process Model Viewer provides complete support for printing process model diagrams locally (BP1) and from a ModelMart database. You can easily select specific diagrams to print and page setup options. You can also copy a diagram

to the clipboard for inclusion in other third party products.

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Printing Process Model Diagrams the Way You Want!


Using the Process Model Viewer Print Dialog You can customize print options in the Process Model Viewer Print dialog. With a

model open, click the print icon on the Toolbar, or choose Print from the File menu.

The Print dialog opens:

The current diagram is checked by default

Each Print dialog control is explained in the following list: Name–Select the printer to print the diagram.

Properties–Click to set specific printer properties depending on the printer driver.

Help–Opens a context sensitive help topic.

Number of copies–Type the number of diagram copies to print.

Print to file–Prints the selected diagrams to a file. You can specify the file name in the Print to File dialog.

Collate–Collates printed diagrams with multiple pages to stay together when printed. Your printer must support this option.

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Colors–Prints diagrams in color.

Leaf–Prints the "/" symbol in the upper-left corner of the diagram.

Sheet–Prints text blocks drawn outside of the diagram border.

Header–Prints the diagram header (diagram kit area).

Footer–Prints the diagram footer (diagram title area).

UDP Marker–Prints the UDP paperclip marker if displayed in the diagram.

Include Parent Diagram(s)–Automatically prints the parent diagram of the decomposition diagram you print.

Include Diagram Report(s)–Includes a diagram report with the printed diagram(s). You can click the Field button to open the Diagram Report dialog where you can select specific field information such as Name, Definition and Status to include in the diagram report.

Diagrams–Lists all diagrams in the current model in a diagram tree hierarchy. You can expand the diagram tree to view its decomposition diagrams and you can collapse the diagram tree to hide its decomposition diagrams.

Print at scale–Select one or more diagrams to print using the page setup you define in the Page Setup tab in the Diagram Properties dialog. To print all diagrams in the base model, you can click the top diagram (context diagram) check box in the Diagrams list. By default, the currently open model is always checked.

% scale–Click and type the scale size as a percentage of the current diagram scale. The default value is always 100%, which is the size of the diagram with respect to the diagram page setup.

Print to fit–Select one or more diagrams to print that you want to maximize on the printed page. To print all diagrams in the base model, you can click the top diagram (context diagram) check box in the Diagrams list.

Horiz. Pages–Automatically calculates and shows the number of horizontal pages required to print the diagram(s) you select at the scale you specify (see Print at scale). You can also override the calculated number of pages by typing the number of horizontal pages to print the diagram.

Vert. Pages–Automatically calculates and shows the number of vertical pages required to print the diagram(s) you select at the scale you specify (see Print at scale). You can also override the calculated number of pages by typing the number of vertical pages to print the diagram.

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Print Job–Choose one of the following print job options:

• Single–Prints all diagrams as a single print job.

• Per Diagram–Prints each diagram as a separate print job.

• Per Printer Page–Prints each page as a separate print job.

Changing Diagram Page Setup Options In Process Model Viewer, you can change the diagram page setup to change the way a diagram is displayed and printed. To change page setup options, right-click the drawing area and choose Diagram Properties on the shortcut menu. When the Diagram Properties dialog opens, click the Page Setup tab.

The Page Setup tab contains a mock sheet with a diagram. You can use the controls in this mock sheet to specify the dimensions of the diagram area and the area around the diagram. There are also options to display or hide the IDEF0 kit and IDEF0 title. The IDEF0 kit is the top section of the diagram frame that includes reviewer comments, and other diagram notes. The IDEF0 title is the bottom section of the diagram frame that includes the diagram title and number.

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Using the Page Setup tab, you can set options to: • Display or hide the IDEF0 kit and title

• Include a custom header and footer

• Change the sheet size

• Set diagram dimension and sheet margins

Printing the IDEF0 Kit and Title In Process Model Viewer, you can use the options in the Page Setup tab to display the IDEF0 kit and the IDEF0 title in the diagram and also include the IDEF0 kit and IDEF0 title in the printout.

Diagram

Kit

Diagram Title Area

Tip: For more information, search the online help index for Page setup,defining.

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Copying a Diagram To the Clipboard In Process Model Viewer, you can copy a diagram or part of a diagram to the Clipboard so that it is available to other Windows applications such as Microsoft Word. To copy all or part of a diagram to the Clipboard, select the diagram you want to copy, set the diagram view to display the part of the model you want to copy, then choose Copy Picture from the Edit menu. The image gets copied to the Clipboard as a Windows metafile. You can then paste the image into a new document or into an open document in another Windows application.

What's Next? You have learned how easy and flexible it is to print diagrams from Process Model Viewer. It retains all of the same printing features of AllFusion Process Modeler. Now, we can learn how to generate process model reports!

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Chapter 14

Reporting on Process Models! Using the Report Template Builder!

The Report Template Builder (RTB) is a versatile and highly-customizable tool for creating and running reports on AllFusion Process Modeler models. You can create text-based reports and graphical reports, and output the results in

HTML, RTF, and TEXT formats for easy publication and distribution. You can save, edit and reuse any report template you create. The Report Template Builder also contains predefined report templates that you can run against any process model.

Starting the Report Template Builder With a model open in the Process Model Viewer, you can start the Report Template Builder in two ways:

• Click the button on the Process Model Viewer toolbar.

OR

• Choose Report Builder from the Tools menu, and then choose Report Builder.

NOTE: The Report Template Builder also opens when you choose an RTB report on the Report Builder menu.

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When you start the Report Template Builder, the Report Templates dialog displays:

List of created report templates

The Report Templates dialog lists the report templates (.rtb) that have already been created. The Process Model Viewer comes with a sample report template called Sample1.rtb.

The Report Templates dialog options are listed next: Available Templates–Lists the report templates (.rtb files) in the current directory. When you select a report template and click Run, the application runs the report for the current model and opens the report results in the application associated with the output format.

New–Click this button to open the Report Template Builder and create a report template.

Edit–Click this button to open the Report Template Builder and edit the selected .rtb file.

Run–Click this button to run the selected report template for the current model or file and open the results in the application associated with the output format.

Browse–Click this button to open the Browse for Folder dialog and select a folder of report templates.

Directory (read-only)–Displays the current directory.

Output Type–Displays the output format (RTF, HTML, or CSV) of the report template highlighted in the Available Templates section.

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Report Template Definition (read-only)–Displays the definition of the report highlighted in the Available Templates section. The definition can be a description of the report contents or any other explanation of the report.

Building Report Templates After you open the Report Template Builder, building a report template is easy! To start building a report template, click New on the Report Templates dialog. The Report Template Builder dialog opens where you can design reusable report templates.

RTB Toolbar

Report layout area

Available sections you can add to the report layout

In the Report Templates dialog you can:

• Define report template properties such as title, headers and footers, definition, and export format (HTML, RTF, TEXT).

• Apply sections for diagram objects such as Model, Activity, Arrow, and Picture.

• Define section properties such as columns, section name, font, color, layout, and section name alignment.

• Define tables within each section to report on specific diagram object information such as data usage information and UDP values.

• Define table properties such as table name, font, color, and name alignment.

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Defining Properties for a New Report Template Each report template you create has properties that include a table of contents, title, header, footer, and export format. The first thing to do when building a report template is to decide report template properties. You can change report template properties at any time.

To define report template properties: 1. In the Report Template Builder dialog, select Document Untitled at the

top of the Report Layout pane.

2. In the Report Template Builder dialog, click the Properties button on the Toolbar, or right-click Document Untitled and choose Properties on the shortcut menu. The Properties dialog opens.

3. Select the Has Table of Contents check box if you want the report to contain a table of contents. This applies to HTML and RTF reports only.

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4. Select HTML, RTF, or TEXT as the export format. When you generate the report later, the associated application will open to generate the report:

• HTML opens your local internet browser and displays the report.

• RTF opens your local associated word processing application and displays the report (for example, Microsoft Word).

• TEXT opens the associated application for .CSV (Comma Separated Variable) files (for example, Microsoft Excel).

5. Click the Title tab in the Properties dialog, and enter a title for the report template. You can also specify font and color options, and add macros to the text to add information such as the current model name and current date.

6. Click the Header, Footer tabs in the Properties dialog to set header and footer text, fonts, and colors.

7. Click the Definition tab to document the report template definition or any other information. The definition text you enter displays in the Definition box in the Report Templates dialog.

8. Close the Properties dialog.

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Tip: To get online help on the Report Template Builder, press the F1 key in any RTB dialog.

Adding Report Sections to a Report Template You can add different sections to a report. Each section usually represents a diagram object type. For example, in a process model, arrows and activities would be represented in different report sections.

To add report sections to a report template: 1. In the Available Sections pane in the Report Template Builder dialog,

select an object type to include in the report. Then, click the right arrow

button to add the section to the Report Layout pane.

2. Repeat step one above for each object type to be in the report.

3. In the Report Layout pane, double-click each section (object type) to open the Properties dialog. Then, click the plus sign to expand each section and check the columns to appear in the report (for example, Name and Definition).

4. Save the report template.

Running an HTML Report

To run an HTML report from the Report Template Builder dialog: 1. In the Report Templates dialog, click the Run button on the toolbar

. The Report Template Builder launches your web browser to display the report.

2. In the left frame of the browser, locate the links to the Report Components. Click the links in the sections to review each section.

3. Try changing the view from Tabular to Hierarchical.

4. Close the web browser.

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A tabular process model report produced in HTML looks like this:

Applying a Report Template to Another Model Once you have created and saved a report template, you can use it to report on another model.

To apply a template to another model: 1. Open a different process model that you did not have open when you

first created the report.

2. Click the Report Template Builder button on the toolbar.

3. On the Report Templates dialog, select a report from the Available Templates list.

4. From the Output Type list, select an output type (HTML, RTF, TEXT)

5. Click Run to launch the report.

What's Next? You have now learned how to use many of the features in the Report Template Builder. Remember that you can press F1 at any time to open the RTB online help for more information on the many features in the Report Template Builder.

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Appendix A

How AllFusion Model Navigator Differs from AllFusion ERwin Data Modeler and AllFusion Process Modeler

AllFusion Model Navigator Allows Model Viewing

AllFusion Model Navigator is composed of the Data Model Viewer and Process Model Viewer. You can use AllFusion Model Navigator to view, manipulate, print, and report on models on a local drive, network, or on a ModelMart

database. The toolbar, menu and dialog options that are unusable in the viewer components

are either absent or grayed out to show that they are disabled. For experienced users who are already familiar with AllFusion ERwin Data Modeler or AllFusion Process Modeler, the options that are not available in AllFusion Model Navigator are specified in the following sections.

Viewing Data Models The Data Model Viewer component of AllFusion Model Navigator allows you to read data models that were created in AllFusion ERwin Data Modeler.

Removed Menu Items and Disabled Toolbar Icons The following menu items and their corresponding toolbar icons are unavailable in Data Model Viewer:

Menu Menu Item

File New

Save

Save As

Save As New Model

Import/Export: BPwin

Import/Export: Designer 2000

A –1



Menu Menu Item

Edit Copy

Paste

Database (for Physical Model Type only)

Database Connection

ModelMart Save

Save As

Lock

Merge

Review Changes

Refresh

Library

Subject Area

Security

BP/ER Synchronizer

Diagnostics

Tools Forward Engineer/Schema Generation

Reverse Engineer

Complete Compare

Add Model Source

Sync with Model Source

Derive New Model

Split L/P Model

Names

Datatypes

Add-Ins

Help ERwin Online Tutorial

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Viewing Process Models The Process Model Viewer component of AllFusion Model Navigator allows you to read process models that were created in AllFusion Process Modeler.

Removed Menu Items The table below lists the menu options that are disabled in Process Model Viewer. These disabled options are enabled in AllFusion Process Modeler.

Menu Menu Item

File New

Save

Save As

Save All

Import (all rollover menu items)

Export (all rollover menu items)

Edit Cut / Delete

Move/Rename

Paste

Diagram Add Swim Lane Diagram Add Organization Chart Add Node Tree Add FEO diagram Add IDEF3 Scenario

Model Merge Model Dictionary

New Model Properties

Default Fonts (all rollover menu items)

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Menu Menu Item

ModelMart Save

Save As

Lock Model

Review Changes

Refresh

Library Manager

Security Manager

Synchronizer

Tools Auto Save

Help BPwin Online Tutorial

Disabled Toolbar Buttons The table below lists the toolbar buttons that are disabled in Process Model Viewer. These toolbar buttons are enabled in AllFusion Process Modeler.

Toolbar Button

Main Toolbar New

Save

ModelMart Toolbar Save Lock Library Manager Refresh Model Review Changes Security Manager Synchronizer

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Miscellaneous Removed Menu Items and Disabled Toolbars The table below lists miscellaneous menus and toolbars that are disabled in Process Model Viewer. These menus and toolbar buttons are enabled in AllFusion Process Modeler.

Menu Menu Item

Dictionary menus Export

Import

Dictionary toolbar buttons Export

Import

Right mouse button menu Split Model

Merge Model

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